Pathway Financial Advisers’s Watsco Inc WSO Stock Holding History

Pathway Financial Advisers’s Portfolio WSO Stock Details WSO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-13	Closed	-$5.01K	–	362
2025 Q3	$5.01K	Buy	+13	New	+$5.56K	﹤0.01%	356
2025 Q1	–	Sell	-13	Closed	-$5.77K	–	425
2024 Q4	$5.77K	Buy	13 +1	+8%	+$506	﹤0.01%	392
2024 Q3	$5.95K	Sell	12 -14	-54%	-$6.73K	﹤0.01%	323
2024 Q2	$11.5K	Buy	26 +2	+8%	+$914	﹤0.01%	336
2024 Q1	$10.6K	Sell	24 -5	-17%	-$2.01K	﹤0.01%	341
2023 Q4	$12.6K	Hold	29	–	–	﹤0.01%	340
2023 Q3	$11K	Buy	+29	New	+$10.5K	﹤0.01%	353
2023 Q1	$18K	Buy	57 +1	+2%	+$294	0.01%	320
2022 Q4	$14K	Buy	+56	New	+$14.7K	0.01%	372

Other funds holding WSO

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Pathway Financial Advisers's WSO Position: Q4 2025 in Review

Pathway Financial Advisers sold out of Watsco Inc (WSO) in Q4 2025, closing a stake of 13 shares — an estimated $5.01K sold.

Pathway Financial Advisers first reported a position in WSO in Q4 2022 and held it in 9 quarters. The position peaked at $18K in Q1 2023. 767 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

Pathway Financial Advisers reported no remaining Watsco Inc position as of Q4 2025 after selling out during the quarter.
Pathway Financial Advisers sold 13 Watsco Inc shares in Q4 2025, an estimated $5.01K.
Pathway Financial Advisers first reported a position in Watsco Inc in Q4 2022 and held it in 9 quarters.
Pathway Financial Advisers's Watsco Inc position peaked at $18K in Q1 2023.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.